UK Wealth Managers

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

Recent political uncertainty has created volatility in European Markets. Find out how Alberto Chiandetti, portfolio manager of the Fidelity European Opportunities Fund, has positioned his portfolio throughout this period to deliver resilient returns and where is he finding interesting investment opportunities today.

The Webinar will be delivered by Toby Vaughan, Lead Fund Manager for the Atlas Portfolios and Head of Fund Management for Santander Asset Management’s Global Multi-Asset Solutions Team. Toby will review the markets over the last quarter and talk through how this impacted his approach with the Atlas Portfolios. He will also look at the current economic landscape and market conditions, and provide an outlook for the remainder of 2015, explaining how these factors impact on his investment decisions moving forwards.

China has been back in the headlines following further volatility in the domestic A-share market. Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, makes sense of recent market movements and outlines why this is now creating some interesting stockpicking opportunities.

Inside the human advantage. The Jupiter Independent Funds Team give an overview of their investment approach; benefits of investing in a multi-manager fund, how they carry out research and how they manage risk.

Please join us for the quarterly update with the fund managers of the Absolute Return Global Bond Strategies portfolio. During the webcast we’ll provide you with updates on the portfolio’s performance and its drivers as well as our market views and the portfolio’s positioning. You’ll also have the opportunity to ask questions to the fund managers during the webcast.
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Password - 40544

Michael Lai, Investment Director and manager of GAM Star China Equity, will share his views on the recent Chinese stock market turmoil and give an update on how he seeks to capture the stock/sectors that are less vulnerable to the macro environment.

Capital Group is one of the world’s largest independent investment managers. Throughout our 80-year history, our aim has always been to deliver superior, consistent results for long-term investors. Investment management is our only business.

Our video and webcast channel enables UK and European professional investors to hear the latest views from our Portfolio Managers and Investment Specialists on the current investment landscape and stay up-to-date with our fund range.

Capital Group is one of the world’s largest independent investment managers. Throughout our 80-year history, our aim has always been to deliver superior, consistent results for long-term investors. Investment management is our only business. Our video and webcast channel enables UK and European professional investors to hear the latest views from our Portfolio Managers and Investment Specialists on the current investment landscape and stay up-to-date with our fund range.

Returns in the high yield market this year are looking remarkably similar to the same period in 2014. Will the second half of the year see a similar dip to last year? Peter Khan delves into this and how his equal risk contribution could help offset volatility.

Following a record start to the year in Q1 2015, has the momentum continued into the second quarter?

In this webcast we will compare and contrast activity across Europe and identify the key players active and the opportunities they are seeking. We will conclude with our views on the near term outlook for the market.

Inside the human advantage. Ariel Bezalel, manager of the Jupiter Strategic Bond Fund, discusses how his upbringing in East London made him the driven person he is today and how him and his team work together to run the fund.

Angel Agudo provides an update on the Fidelity American Special Situations Fund. While aggregate valuations in the US may not be as attractive as they once were, he’s still finding mispriced opportunities in unloved sectors. Find out where there’s unrecognised potential for positive change.

On 21 July John Ventre, Head of Multi-Asset, will be hosting an interactive quarterly update on the Old Mutual Spectrum Funds.

John will talk through the current economic landscape, his thinking behind the line-up, how he is using the managers and key investment decisions.

John will also provide a summary of the asset allocation and will then be available to answer questions that have been submitted in advance by emailing clientservices@omglobalinvestors.com or live during the call
Dialling details:
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
Password: 41141

Opportunities remain even though yields continue to fall.
In this webcast we will provide the latest quarterly update to the DTZ Fair Value Index™. Although property yields continue to fall in many markets across Europe, in this webcast we will identify those markets that we think look attractive from an investment perspective.

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.

Don't miss this opportunity to hear from Bill and put forward your questions.

Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Niall Gallagher will discuss why he believes the conditions for earnings growth are now firmly in place in Europe and explain how he approaches stock selection in the region to maximise the opportunity.

The fund’s objective is to provide investors with a high level of monthly income from a diversified portfolio of debt securities. The full spectrum of available securities, including unrated issues and those of non-investment grade, are utilised.
Join Michael Scott, who took over as fund manager in July 2012, for an update. Since then the fund has delivered consistent monthly distributions and has maintained a well-diversified portfolio across the high yield credit universe.

Hear Talib Sheikh, JPM Multi-Asset Income Fund portfolio manager, as he discusses how the fund draws upon the global resources of J.P. Morgan Asset Management to seek out the best risk-adjusted yielding securities across geographies, asset classes, and the capital structure.

In their first joint webcast, James Foster and Jacob de Tusch-Lec discuss their close collaboration on the Artemis Monthly Distribution Fund, their outlook for bonds and global equities and how they are preparing for a rise in interest rates.

The six funds in the range have been designed with a broad range of investors in mind, aiming to help people with different objectives achieve their goals through a single balanced investment. Join the team for an update.

Get an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).